2007
TAX FILING INFORMATION
As
you may be aware, the U.S. tax
filing season has arrived. By
this time you may have begun receiving
tax forms from the university. Following
is a brief description of the tax
forms you might have received. A
tax form preparation workshop will
be held in March, 2008 when all
tax forms for the tax year of 2007
have been received.
Form
W-2: shows
the amount paid by the university
during 2007, through payroll.
You will get a W-2 if you held
a student job or an assistantship.
Form
1098-T: shows
the tuition and fees paid during
2007. If
you registered for spring 2008
semester in fall of 2007, you
may have 2008 tuition and fees
showing on the 1098-T.
Form
1042-S will
show the amount of money that
you received in qualified, U.S. tax
reportable scholarships (such
as room and board) or tax treaty
benefits for either payroll income
or reportable scholarships (or
both). The university
is required to mail Form 1042-S
to you NO LATER than March 15.
Tax forms to be completed:
- IRS
form 1040NR or 1040NREZ: Generally,
if you are in F-1 status and in
the U.S. five years
or less; or J-1 status and in
the U.S. under
three years. All others
may be required to use the form 1040 series
of forms. Detailed
information regarding which form
you should use will be provided
in the tax workshop
to be scheduled in March.
- Form
8843: ALL
individuals in F- or J- status
MUST COMPLETE and submit this
form (including F-2 and J-2
dependents).
IRS
Form 8843 for F and J Students
IRS
Form 8843 for J1 Faculty Scholars
IRS
Form 1040NR Instructions
IRS Form
1040NR
IRS
Form 1040NREZ Instructions
IRS
Form 1040NREZ
IRS
MAILING DEADLINES
IRS
TAX FORMS MUST BE POSTMARKED
NO LATER THAN MIDNIGHT ON THE
FOLLOWING DATES
APRIL
15,
2008 – IF
RESIDING IN THE U.S.
JUNE
15, 2008 – IF
RESIDING OUTSIDE THE U.S.
MAIL
TO: U.S. Internal
Revenue Service
Austin, TX 73301-0215 USA
The
above tax forms may also be found
at http://www.irs.gov/formspubs/lists/0,,id=97817,00.html. By
entering the form number (1040nrez,
1040nr, 8843) in the Search box,
a listing including the form and
form instructions will appear.
Additional
tax form assistance is available
through the University of Texas tax
website at http://www.utexas.edu/international/taxes/. Forms
and information on completing them
is available there. They
must be printed and mailed to the
IRS.
We
will also be holding tax form
review sessions by appointment
again this year in order to
reduce your waiting time. Information
regarding the dates and times
will be forwarded when the schedules
are set. We look forward
to seeing you in March.
Carol
Holz
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